Start Using TatTool
Move from organization setup into daily calendar, payment, client, and reporting work.
Use this page when setup is complete and the workspace is ready for day-to-day operations.
Ready for daily work
The organization should have a location, member access, payment defaults, any required extensions, and one tested booking workflow.
If those pieces are not finished yet, complete organization setup before handing the workspace to the team.
Daily Starting Points
Common First Workflows
Calendar and events
7 pages in this section
Create bookings, consultations, time off, guest events, closures, and announcements.
Payments and money
How TatTool records, verifies, refunds, and reports payments.
Record deposits, service payments, refunds, and verification workflows.
Clients
Store a client once (by email) and reuse them across bookings, payments, and communication.
Understand client records, email identity, and booking history.
Insights and reports
Understand revenue, utilization, and upcoming workload using Performance and Outlook views.
Review revenue, utilization, capacity, and member target progress.
First Week Check
After the team has used TatTool for a few days, review:
- Whether staff can see the calendar views they need
- Whether payment records are being verified correctly
- Whether default locations are helping or causing confusion
- Whether revenue targets are useful in reports
- Whether any inactive extensions should be removed or configured
Members and invites
Invite members, manage roles and calendar colors, assign locations, and configure revenue targets.
Adjust roles, location assignments, revenue targets, and member defaults.
Managing extensions
Install, configure, deactivate, and understand what happens to your data.
Install, configure, deactivate, and troubleshoot organization extensions.